Cheryl J. Sherrard, CFP®

Director of Financial Planning/Senior Financial Advisor

Cheryl Sherrard is a NAPFA-Registered Financial Advisor, a CERTIFIED FINANCIAL PLANNER™ professional, and a minority owner of Clearview Wealth Management. She serves as a Senior Financial Advisor and the Director of Planning.

With a background in mathematics, Cheryl is finely attuned to the details of the planning, using her expertise to develop customized financial plans for clients to help guide them to sound decision-making. In addition, she is also passionate about delivering exceptional client case, using her training in life planning and Stephen Ministry to better understand the dynamics of family relationships which play heavily into her client’s goals and dreams.

Cheryl focuses much of her time assisting with later life issues for aging clients, including a focus on women who are aging alone. She is especially sensitive to those adult children dealing with generations of their families and the competing demands on their time and finances. She has become a vital resource to aging client families and other advisors across the United States, presenting at national conferences, as well as speaking in the community on aging topics. She has also been quoted in numerous national publications, including the Wall Street Journal and AARP and has authored an e-book entitled, “Family Conversations about Aging” to help families navigate the necessary conversations about aging.

Cheryl is an active member of the Financial Planning Association (FPA) and the National Association of Personal Financial Advisors (NAPFA). She has served on board positions for both NAPFA and the Journal of Financial Planning. Cheryl is also a member of the American Society on Aging (ASA) and the Southern Gerontological Society.

Cheryl is a graduate of the Kinder Institute’s “Seven Stages to Money Maturity” workshop and is trained as a Stephen’s Minister, coming alongside those in crisis situations. Cheryl is currently pursuing a Master of Arts in Gerontology to better assist her aging clients.  She is an active member of the Charlotte-Mecklenburg Aging Coalition and has been a longtime volunteer at the Charlotte Urban Ministry’s “Room in the Inn” homeless ministry.

 

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